Configuring Slack notifications

Once you’re connected to Slack, you can begin configuring your integration adding steps to experiences and workflows.

You’ll most likely want to add some qualification rules before your alert unless you’d like to be notified of all web traffic.

For example, you might want to notify your sales team in Slack if visitors on the site belong to companies of 500+ employees OR if any visitors are on your pricing page.

You can also use the Slack integration to your advantage to alert your team to visitors on your site that might be part of an open opportunity, as seen below.

Once you’ve selected to send an alert, you’ll notice within the step a few settings for Slack that you can configure:

• Recipients: Choose where, or to whom, the alert should be sent. You have a few options:
  • Slack - choose a public Channel or a specific User.
  • Salesforce users - choose a lookup field tied to the Lead, Contact, or Account to alert that owner.
  • Qualified reps - choose a Qualified user.
  • Outreach/Salesloft email sender - alert the email sender if the visitor came to the website by clicking on a link in an Outreach/Salesloft email.
• Subject: Enter a descriptive subject, such as what the alert is for, a call-to-action for the alert recipient, or why the visitor is important.
• Body: This option allows you to change the default message provided in Slack, including adding any other variable tags you'd like. If left blank, the alert body will display all visitor field values.

Note: Qualified does not support sending messages to private Slack rooms.

Slack view

When you’re done configuring your Slack settings, we recommend testing it to ensure all of your alerts are working as expected.

Within Slack, your alerts will start to appear in the channels and directly to the reps that you selected. It will display:

• Subject and Body that you designed in the experience step or workflow. 
• View in Qualified button that will open the Visitor 360 and Qualified messenger.
• View in Salesforce button that will be present if the visitor matches an existing Lead or Contact record in Salesforce, and will open the matching record in Salesforce.